EWM

Empirical Wealth Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 16.51%
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$15.6M
3
+$6.42M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.05M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.72M

Top Sells

1
+$10.9M
2
+$6.03M
3
+$5.4M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$3.01M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.81M

Sector Composition

1 Technology 12.25%
2 Consumer Discretionary 2.89%
3 Healthcare 2.55%
4 Financials 2.42%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$514K 0.02%
1,257
-597
302
$510K 0.02%
3,959
+373
303
$508K 0.02%
2,382
-555
304
$507K 0.02%
16,495
+1,231
305
$499K 0.02%
9,143
+1,988
306
$483K 0.02%
10,947
-22
307
$479K 0.02%
3,418
-40
308
$477K 0.02%
1,045
309
$477K 0.02%
3,300
-128
310
$476K 0.02%
21,108
-5,847
311
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370
+44
312
$462K 0.02%
14,000
+165
313
$459K 0.02%
8,698
+15
314
$459K 0.02%
44,139
315
$451K 0.02%
4,885
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316
$450K 0.02%
11,852
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317
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318
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319
$442K 0.02%
5,087
+2,534
320
$435K 0.02%
11,401
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321
$434K 0.02%
+8,017
322
$432K 0.02%
2,160
-7
323
$425K 0.02%
12,674
+5
324
$425K 0.02%
3,760
-711
325
$425K 0.02%
+11,452
11 12
13
14 15